KFA Private Wealth Group’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$351K Buy
8,314
+207
+3% +$9.61K 0.08% 115
2025
Q4
$400K Buy
8,107
+46
+0.6% +$2.4K 0.1% 97
2025
Q3
$410K Sell
8,061
-764
-9% -$40K 0.12% 81
2025
Q2
$480K Hold
8,825
0.15% 75
2025
Q1
$448K Buy
8,825
+4,554
+107% +$225K 0.16% 65
2024
Q4
$217K Buy
+4,271
New +$227K 0.09% 88

Other funds holding INDY

KFA Private Wealth Group's INDY Position: Q1 2026 in Review

KFA Private Wealth Group increased its iShares S&P India Nifty 50 Index Fund (INDY) stake by 2.6% in Q1 2026, buying an estimated $9.61K and bringing the position to 8,314 shares worth $351K. The position accounts for 0.08% of the portfolio, ranked #115.

KFA Private Wealth Group first reported a position in INDY in Q4 2024 and has held it in 6 quarters since. The position peaked at $480K in Q2 2025. 87 funds tracked by Wall St. Rank hold INDY as of Q1 2026.

  • KFA Private Wealth Group held 8,314 shares of iShares S&P India Nifty 50 Index Fund worth $351K as of Q1 2026.
  • KFA Private Wealth Group bought 207 iShares S&P India Nifty 50 Index Fund shares in Q1 2026, an estimated $9.61K.
  • iShares S&P India Nifty 50 Index Fund made up 0.08% of KFA Private Wealth Group's portfolio in Q1 2026, its #115 holding.
  • KFA Private Wealth Group first reported a position in iShares S&P India Nifty 50 Index Fund in Q4 2024 and has held it in 6 quarters since.
  • KFA Private Wealth Group's iShares S&P India Nifty 50 Index Fund position peaked at $480K in Q2 2025.
  • 87 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q1 2026.

Based on KFA Private Wealth Group's 13F filing for Q1 2026, filed 20 Apr 2026.